- Cash Flow - setting up
- Vive la "Shift"!!! Growth to Value
- Duration
- Fidelity CC compromised AGAIN!
- What percentage of your portfolio is tax deferred
- Advance on Inheritance?
- Appropriate Asset Allocation for new Retiree?
- Rule of 55 and Rollovers
- Actuarial Observations on Retiree Income Approaches
- Believe we are on the way, but....
- Capital Gains rate for Trusts
- All-in Balance Sheet Allocation
- Not so smooth with SSA
- Landlords - WSJ article on new guidelines for QBI deduction
- MuniBond Funds now?
- Planning for low returns
- Is Roth-IRA available in this case...
- Barclays Trailblazer Index
- First year retired-Tax Planning
- Rent vs Own...the big difference
- 401k in-service rollover to Fidelity IRA
- How to pay LTC?
- Revisit tIRA to Roth conversions
- Losing my suspenders !
- Bank of America declares ‘the end of the 60-40’ standard portfolio
- Maximum Annual Roth conversion amount ?
- Should I refinance my mortgage?
- HSA contributions just before Medicare enrollment
- Chicago Public Pension Loads
- Considering part time option -OMY
- Millennials will prioritize "necessity spending"
- Probably a stupid question
- Social Security Tax Reporting Question
- FIDO credit card - recent experience?
- SS strategy ... another thread?
- Updated longevity estimator
- Another Asset Allocation question
- Breaking down Avg American Spend
- Roth Withdrawal for New Car
- Social Security Cost-of-Living Adjustment for 2020 Is 1.6%
- Max HSA contributions
- Federal Tax Withholding methods for 2020
- Ultra High Net Worth (UHNW) Article
- Mutual funds and dividend distribution question
- Minor question about IRMAA rates
- European in the US wants to FIRE in 5 years. Questions.
- Cash out for paid off rentals for tax purposes?
- my rent vs buy decision
- Do dropping rates make you think of buying a SPIA earlier?
- landlord seeking help
- No Principal Loss Scenario:
- Credit score and using CC for reward points
- Coupon discount after leaving purchase in checkout
- Escrow.com
- Expense ratio 0.16% vs 0.07% worthwhile?
- WTH? My 401K fixed fund just dropped from 3.75 to 3.15
- IRS Releases Draft Versions of 2019 Tax Forms
- Recognizing the red flags
- DW leaving job 3 years early....what to do?
- Advice on Roth Conversions
- stated income for credit card / travel hacking
- Pension Options thoughts / suggestions
- ATM and Bank Fees On The Rise
- One or more Investment Firms?
- hiring a personal assistant
- GTE Financial Add on CD - changing the rules
- Didn’t go cash stayed with AA any other Brave the market ER cohorts
- SS Disability to "Regular" SS Question
- No tax shelter at all
- Seven year auto loans
- Lump sum or annuity ?
- Applying for SS Benefits
- Unexpected Lump Sum (Pension) Offer
- Have you taken advantage of brokerage bonuses?
- Pros/Cons on keeping 401k with Employer or move to an IRA
- Pension Decision Pending
- Balancing W/Ds and ACA subsidy
- How do you use a Fidelity Investment Center?
- Opinions on pension amt vs lump sum
- 2 bad cars...repair or sell?
- RMDs and subtracting one - an old wives' tale?
- Private partnership liquidation
- Health Insurance Rebate: taxable?
- About 50% of your retirement is your contributions.
- Roth change for heirs
- What to do with $75k from sell of rental home
- State Income tax question
- Another...when to retire article
- Probate on Real Estate in Florida
- effects of different filing categories on taxes
- MegaCorp Pension Buyout - A Scenario for Advice
- Return on a 40/60 portfolio
- Opinions on my IRA Roll over Fidelity fund choices
- Backdoor Roth Question(s)
- Avoiding a Tax Spiral?
- Max-funded Life Insurance ?
- Bank botches CD call - rate goes to 4.125% for 5 years!
- Great quote from Ken Fisher
- Friction in using CC points
- Do you prepare your own tax return?
- Turbo Tax Says They Made an Error
- When can I or When should I spend my Roth
- FAFSA questions - how does one define "half"?
- Add individual IRA after 401k max?
- How to pay for Roth conversions
- StarKist Class Action Payment
- Passive Income for the Well Heeled
- Article On OMY (One More Year) Syndrome
- Thoughts on keeping and leasing my house (that still has a mortgage)
- Questions: Moving from bricks & mortar bank to Fidelity Cash Management
- Learning about Bonds
- TOD for non retirement brokerage account
- So I cross the line... Should I tell others?
- Vanguard Bets on Robo-Only Adviser
- IRA CD Lockup for Retirees
- Question Re Consolidating Retirement Accounts
- WWYD? - Recognize LTCG vs Continued Management of MAGI?
- What to do with IRAs
- Contribute to Roth in year of retirement?
- RMD from inherited IRA
- Feedback on real estate investment platform
- So close....
- Megacorp Offer after FIRE
- Gouging
- Wash sale question
- Cost of Retiring Comfortably in every State
- Is a TOD designation the same as naming a beneficiary
- Equifax
- Poll:Self Made or Not Self Made
- Inheritance - separate or co-mingled
- Help discussing financial plans with parents
- Q3 Estimated Taxes Due Today
- Who uses credit cards for cash?
- Question about Asset Allocation-Cash
- TSP Changes
- Financial documentation in case of death
- Blaming "Tariffs" for High Prices
- Fidelity modeling of SS at 66 or 70
- Taxable investment income turned into nontaxable expense reduction
- ACA vs Roth conversion
- Got a call this afternoon from an estate attorney....
- Poll:Spending estimates should include income taxes
- Identity Theft Protection
- Funding Kids's Roth IRA's
- It now costs $350,000 a year to live a middle-class lifestyle in a big city
- Trading American Fund Mutual Funds within Fidelity
- Advice to my brother?
- Did your employer have min retirement age?
- Max Social Security Benefit
- When To Replace High Mileage Car?
- Will and Property
- Retirement Tax Planning - Income Optimization?
- IRS wants to Tax twice same income.
- FIRE opposites
- Do you have a zero withdrawal rate?
- Divorce prior to taking SS?
- Spending $ now to eliminate recurring costs?
- Lost Check
- Another Interesting Retirement Calculator
- 55/45 vs 80/20 vs 100 over 20 Years
- Where to go from here
- $150 For Opening a Loan - What's the Catch?
- Social Security and Equifax: Deadly combination
- Social Security Question - Left The Corporate Plantation Early
- Thoughts on Bullet Share Bond ETFs
- Interesting Prediction about Indexing
- Post FIRE Expenses
- Citibank Credit Card 1% + 1% benefits gone a/o 9/22/19
- Insurace co CD: fixed immediate annuity?
- What will 5yr CD rates be in 5 years Poll.
- Missing earnings in the 1980's
- What will 5yr CD rates be in 5 years?
- Advice wanted - AA
- Getting Down to Brass Tacks
- Value of pension and net worth
- Variable annuities -- anyone happy with theirs?
- How Does ACH Work?
- How the top 5% do it?
- Best timing to convert traditional / rollover IRA to a Roth IRA account.
- "I see dead people" - and they are the best investors!
- Three Social Security Questions
- Buying Adjacent Lot—Buildable?
- Best time to draw and rollover funds
- Question about Trusts for Minor in Wills
- Pension buyout offer?
- Accurate systematic withdrawals calculator
- International in a 3-fund portfolio
- Nords podcast - New Retirement
- Gambling Winnings and Income
- Tax question - late year IRA withdrawal and under withholding penalty
- Will Hard Pull on Credit Report make home and auto insurance premium go up?
- Annuity for Estate Planning
- High Employment Rate Impact on SSI Pending Shortfall?
- Asset Allocation
- only 26% of those 50-62 have traditional employment
- 900k in cash, where would you invest
- Calculate 2019 Taxes to pack 22% Tax Rate
- Retiring at the end of 2019/1st quarter 2020?
- Social Security
- Roth Conversion Question
- Part time or not... what would you do?
- Advice on Vanguard $$ - where to move it?
- Visa charge cancelled
- Simple filing system (for seniors)
- Roth Conversion Question
- retirees too nervous to blow that dough
- Withdrawals when spouse has a different retirement year?
- Negative Interest Rates
- Opportunity Zones
- Dividends/Capital Gains
- Should I dump my Vanguard Advisor?
- Taxes & Withdrawal Strategy
- Most Citi DoubleCash card benefits disappearing
- Simple Accounting (Seniors)
- SIPC protection coverage
- Refrigerator upgrade
- Cash flow management - sweeping accounts, etc.
- Sabbatical at work -- paid time off vs. cash
- Any tips for selling brokered CDs?
- Compare i-orp to firecalc
- What to do about cash value Life insurance?
- Thrift Savings Plan Withdrawals
- Inflation-indexed CDs--Anybody actually seen one?
- The nuts and bolts of rolling over and transfers?
- Calculating Income
- VMMXX question - how many transfers are allowed?
- Vacation Home vs. Renting Hotel
- CD Ladder Discipline
- Cash out refi pros/cons
- Consultation from a CFP
- ‘The Millionaire Next Door’ is a Myth to Most Millennials
- pay-off the mortgage, significant refi to qualify for ACA
- living in 2 states at same time - what about taxes
- Vanguard Dividend Growth Re-Opened
- Wellesley and Wellington show huge losses
- Solo Age'er, ... in it alone? Any tips?
- Transfer HSA account to my Fidelity HSA account
- Quicken--Grrr!
- Sunday nights are amazing
- Did anybody here retire with no credit cards? How is it working out so far for you?
- Is AppleCare Plus really a good deal?
- Listing Asset (Investment Acct) in Will
- Would you take guaranteed 6.5% returns for 30 years (pension buyout)
- Withdrawal rates
- Roth contributions from Taxable Brokerage Account?
- MSN Article: "What Would You Sacrifice to Retire Early?"
- Method to redeem credit card cash back
- Quick sanity check wrt rolling 401(k) to my IRA
- SEPP 72(t) - took out too much ($12)
- Nursing Home and Taxes